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MCP (Model Context Protocol) servers extend the analyst with tools and data beyond what Investi ships: your data provider, your internal systems, the sources you trust. Bring your own opinions, bring your own process, bring your own data. Once connected, a server’s tools are available to the analyst automatically when relevant, and you can target a specific server by hand with / in chat, for example .
Placeholder screenshot of the MCPs view

SCREENSHOT: the MCPs view with a connected server and its exposed tools expanded

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Connecting a server

Open MCPs in the left navigation.
Select Browse MCP servers for one-click connections to research sources such as EDGAR (SEC filings), clinical trials and openFDA data, CoinGecko, Alpha Vantage, Similarweb, and web-search tools like Exa, Firecrawl, and Tavily.

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Authentication

Each connected server shows a status: Connected, Needs auth, or Error (with detail underneath).
  • For OAuth servers, select Authenticate: you sign in with the provider and return to Investi with the connection live.
  • For API-key servers, use the edit (pencil) icon to open the server’s JSON config and add headers, for example "Authorization": "Bearer <your-key>". Test the connection, then Save.

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Managing servers

  • Expand a connected row to see the tools the server exposes.
  • The trash icon disconnects a server entirely (connections are enabled or disabled per server, not per tool).
  • Renaming a server changes its / slug in chat, so old mentions of the previous name stop resolving.